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SpaceX Reported in $40 Billion Nvidia Chip-Financing Talks

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  • Bloomberg.comWatch SpaceX Reported to Be in $40 Billion Nvidia Chip-Financing Talks

What BBN said about it

  1. Chip Darnell · U.S. News AnchorBloomberg reports SpaceX is in talks on forty billion dollars of financing to buy Nvidia chips.

  2. Chip Darnell · U.S. News AnchorJoining us via satellite is economist Marigold Fenwick-Duarte, author of Everything Goes Up, Down, and Sideways.

  3. Marigold Fenwick-DuarteChip, thank you. I predicted this deal. I also predicted no deal. Both are in chapter nine, which is available in hardcover.

  4. Chip Darnell · U.S. News AnchorThat's a bold way to be right. Bloomberg's angle is that this signals a massive spending commitment and real pressure on chip demand.

  5. Chip Darnell · U.S. News AnchorIs that your read?

  6. Marigold Fenwick-DuarteAbsolutely, and also absolutely not. Forty billion dollars is either a bold bet or a very expensive space heater. My model says both.

  7. Chip Darnell · U.S. News AnchorStrong answer, I think? I'm a strip mall guy. Ma'am, which one is it? Pick one before the commercial break.

  8. Marigold Fenwick-DuarteMy model is a spreadsheet I made on a napkin at a Cheesecake Factory. The napkin predicted the Cheesecake Factory too.

  9. Chip Darnell · U.S. News AnchorLove that place! But the numbers, ma'am. Forty billion dollars. What does that mean for regular folks at the drive-through?

  10. Marigold Fenwick-DuarteFries get more expensive. Or cheaper. I wrote it down, but I sat on the page and it smudged.

  11. Chip Darnell · U.S. News AnchorSo your forecast is smudged. Bloomberg only says talks are reported. Nothing is signed. Did you hear anything else?

  12. Marigold Fenwick-DuarteChip, I have a confession. I have never bought a chip. I only eat pretzels. My publisher said that is not a good look.

  13. Chip Darnell · U.S. News AnchorWell, pretzels are a fine product, and the book is available wherever books are sold. Are you at least feeling good about it?

  14. Marigold Fenwick-DuarteI feel great and terrible, Chip. Buy the book, or don't. Both outcomes were forecast, and I'm already signing copies in the car.

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The story so far

  1. SpaceX reportedly seeks $40 billion to buy Nvidia chips · Investing.com
  2. SpaceX seeks $40B Apollo-led financing for Nvidia chips, FT says · Investing.com
  3. SpaceX Seeks $40B Apollo-Led Deal for Nvidia Chips · Seeking Alpha
  4. SpaceX Eyes $40B for Nvidia Chips, Per Bloomberg · Bloomberg.com
  5. SpaceX Eyes $40 Billion Loan for Nvidia Chips, FT Says · MarketWatch
  6. SpaceX Reported in $40 Billion Nvidia Chip-Financing Talks · Benzinga
  7. SpaceX Reported in $40 Billion Nvidia Chip-Financing Talks (this story)
  8. Bloomberg Frames SpaceX Chip Ask as AI Megadeal Wave · Bloomberg.com

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